Feb 15, 2013 6:30pm PST
had lagged it's global marketes, for example, the china index, the fxi, which is another e.t.f., is down about .6% this year with the s & p 500 up somewhere around 6% or 7%, and the morgan stanley world index up about 5.5%. so these have lagged recently, and with the end of the chinese lunar new year, this weekend, the chinese market is going to reopen next week. and we're likely to see some reaction to the better economic statistics that have been coming out during this lunar period. >> tom: you mentioned fxi, that was one of your picks back in janet last time we had you on this program july 27, up better than 18%. now performance there. in the meantime you also lukd the technology exchange traded fund, which supby about 2%. would you put any new money to work or take any money off the table with these? >> well, we are adding to the fxi, the china index. and, clearly, with the kind of growth we're likely to see tepid growth in the u.s., until some of the headwinds we face abate. technology is an area where potentially there is significant growth in excess of the g.d.p. we'